Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Financial Advisor Bob Orban

Bob Orban

Financial Advisor

Photo of Chief of Staff Ari Levisman

Ari Levisman

Chief of Staff

Photo of Director of Investments Thomas Shrader

Thomas Shrader

Director of Investments